Cannon Financial Strategists, Inc.

Est. AUM

$760.8M

13F long equity, this entity only

Positions

109

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$122.8M	3455475	16.14%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$95.3M	1008055	12.53%	SOLE
3	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$91.1M	1130111	11.97%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$86.5M	883504	11.37%	SOLE
5	VANGUARD BD INDEX FDS	INTERMED TERM	$50.7M	657468	6.67%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$30.0M	1152717	3.94%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$28.7M	65765	3.78%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$27.1M	335823	3.56%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$22.6M	70417	2.97%	SOLE
10	AMERICAN CENTY ETF TR	INTL EQT ETF	$22.2M	262157	2.92%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$18.4M	702136	2.42%	SOLE
12	ISHARES TR	JPMORGAN USD EMG	$17.7M	188876	2.33%	SOLE
13	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$15.2M	149072	1.99%	SOLE
14	ISHARES TR	CRE U S REIT ETF	$12.4M	209038	1.63%	SOLE
15	ISHARES TR	ULTRA SHORT DUR	$11.5M	227396	1.51%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$7.6M	96331	1.00%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$7.4M	33938	0.97%	SOLE
18	ISHARES TR	CORE 1 5 YR USD	$4.9M	102105	0.65%	SOLE
19	COCA COLA CO	COM	$4.2M	55185	0.55%	SOLE
20	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$4.0M	148974	0.53%	SOLE
21	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.7M	110353	0.49%	SOLE
22	ISHARES TR	NATIONAL MUN ETF	$3.0M	28636	0.40%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$3.0M	68896	0.39%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.9M	58297	0.38%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$2.8M	4347	0.37%	SOLE
26	ISHARES TR	MSCI USA VALUE	$2.7M	18780	0.35%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	4206	0.33%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.4M	71027	0.32%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4755	0.30%	SOLE
30	ISHARES TR	RUS 1000 GRW ETF	$2.2M	5197	0.29%	SOLE
31	ISHARES TR	EAFE GRWTH ETF	$2.1M	19087	0.28%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3110	0.27%	SOLE
33	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$2.0M	77816	0.26%	SOLE
34	SOUTHERN CO	COM	$1.8M	18413	0.23%	SOLE
35	VANGUARD STAR FDS	VG TL INTL STK F	$1.8M	22854	0.23%	SOLE
36	ISHARES TR	TIPS BD ETF	$1.7M	15739	0.23%	SOLE
37	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.7M	46515	0.22%	SOLE
38	ISHARES TR	IBONDS 27 TRM TS	$1.4M	64583	0.19%	SOLE
39	ISHARES TR	IBONDS 26 TRM TS	$1.4M	63153	0.19%	SOLE
40	ISHARES TR	IBONDS 27 ETF	$1.4M	58483	0.19%	SOLE
41	SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.4M	54958	0.18%	SOLE
42	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20705	0.17%	SOLE
43	HOME DEPOT INC	COM	$1.2M	3798	0.16%	SOLE
44	ISHARES TR	CR 5 10 YR ETF	$1.2M	27121	0.16%	SOLE
45	APPLE INC	COM	$1.1M	4453	0.15%	SOLE
46	EXXON MOBIL CORP	COM	$1.1M	6620	0.15%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$1.1M	24341	0.15%	SOLE
48	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5593	0.14%	SOLE
49	PROCTER & GAMBLE CO	COM	$1.1M	7509	0.14%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.0M	18623	0.13%	SOLE

1–50 of 109

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.